Mass Transfer Contact Items

You may need to reassign a Contact Item to a new individual in your Organization.  You can quickly & easily transfer all your open Contact Items to the new individual with the following steps.

  1. Go to Ministry > Contacts > My Contacts
  2. Select appropriate Ministry
  3. In the Item dropdown menu select Contact Item to transfer
  4. Click Select All
  5. In bottom most dropdown menu select Transfer selected items
  6. In To field select Ministry
  7. In Assign To field, select new Contact Item manager
  8. Click Go

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request